2023 Form 5500 filing — Ibew Local 405 Deferred Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605154416NAL0036584048001) for Ibew Local 405 Deferred Savings Plan, reported by Board Of Trustees, Ibew Local 405 Deferred Savings Plan under EIN 42-1494475 and plan number 001. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605154416NAL0036584048001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 405 Deferred Savings Plan
- EIN
- 42-1494475
- Plan number
- 001
- Location
- Cedar Rapids, IA
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,676,353
- Total liabilities (EOY)
- $273,552
- Net assets (EOY)
- $234,402,801
- Employer contributions
- $11,034,513
- Participant contributions
- $1,119,456
- Total income / additions
- $47,386,224
- Benefits paid
- $9,482,347
- Administrative expenses
- $309,413
- Total expenses
- $9,791,760
- Net increase / (decrease)
- $37,594,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $86,291 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $74,573 | not reported in the loaded dataset |
| Employee Group Services Ltd Dba Aux | NONE | $37,179 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $32,200 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $25,011 | not reported in the loaded dataset |
| Broadridge Financial Solutions, Inc | NONE | $24,229 | $0 |